Trump's arch-rival is also back, and the threat from Huawei has returned at the most critical moment | Forbes JAPAN Official Site (Forbes Japan)
The company, cut off from the latest Semiconductors and OS supply, seems to be making a comeback with 100% domestic products.
Interesting.
The company, cut off from the latest Semiconductors and OS supply, seems to be making a comeback with 100% domestic products.
Interesting.
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Japanese Auto Manufacturers, including Nissan and Honda, are losing market share at an astonishing speed due to the rapid expansion of China's Electric Vehicle (EV) Share. Can the once-dominant Japanese brands adapt to this new competitive environment?
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Artificial Intelligence (AI) has been gaining attention since the beginning of the year, especially after President Trump announced a monumental joint project to invest "at least 500 billion dollars" in AI infrastructure within the USA.This has generated significant buzz.Furthermore, recently, a Chinese startup company, DeepSeek, has made waves in the industry by offering its AI model at low costs.It has shocked the industry.As AI technology experiences exponential growth across various sectors, the global demand for innovative AI products and services is increasing every day.With the restructuring of the AI industry, related stocks in Health Care are also showing significant upward trends recently.。
$SoftBank Group (9984.JP)$Masayoshi Son has invested, along with former U.S. House Speaker Nancy Pelosi and Cathie Wood from ARK, who are also shareholders. $Tempus AI (TEM.US)$ IsOver a 110% increase since the beginning of the year.。Recorded a sharp rise of 170% last year.Telemedicine company. $Hims & Hers Health (HIMS.US)$ This year continues to see an 80% increase.The same telemedicine company. $Teladoc Health (TDOC.US)$is...
$SoftBank Group (9984.JP)$Masayoshi Son has invested, along with former U.S. House Speaker Nancy Pelosi and Cathie Wood from ARK, who are also shareholders. $Tempus AI (TEM.US)$ IsOver a 110% increase since the beginning of the year.。Recorded a sharp rise of 170% last year.Telemedicine company. $Hims & Hers Health (HIMS.US)$ This year continues to see an 80% increase.The same telemedicine company. $Teladoc Health (TDOC.US)$is...
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It's often heard that major IT companies are making huge investments in AI infrastructure. The total is said to amount to hundreds of billions of dollars.
Certainly, $NVIDIA (NVDA.US)$ the products (hardware and software) of are widely recognized as the optimal solution. However, it seems they are not keeping up with demand, resulting in significantly delayed delivery times.
On the other hand, $Meta Platforms (META.US)$ And Oracle is $Advanced Micro Devices (AMD.US)$ also using products from, and has announced large-scale investments.
But if AMD's products are that bad, why bother to use them? Wouldn't it be better to wait for NVIDIA and pay a higher price?
My thinking may be flawed, but unless AMD's products are completely worthless, I cannot understand why they are not growing. What do you think?
Certainly, $NVIDIA (NVDA.US)$ the products (hardware and software) of are widely recognized as the optimal solution. However, it seems they are not keeping up with demand, resulting in significantly delayed delivery times.
On the other hand, $Meta Platforms (META.US)$ And Oracle is $Advanced Micro Devices (AMD.US)$ also using products from, and has announced large-scale investments.
But if AMD's products are that bad, why bother to use them? Wouldn't it be better to wait for NVIDIA and pay a higher price?
My thinking may be flawed, but unless AMD's products are completely worthless, I cannot understand why they are not growing. What do you think?
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$Medical Data Vision (3902.JP)$
Recently, SBI is also increasing their purchases, and Mr. Son is putting effort into Tempass, so it seems like it would be interesting if they collaborate here. 🫢
Recently, SBI is also increasing their purchases, and Mr. Son is putting effort into Tempass, so it seems like it would be interesting if they collaborate here. 🫢
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$Starbucks (SBUX.US)$
There are too many people sitting and the original concept of third-place is not provided. You have to wait quite a while after ordering. The coffee is not that tasty. It's more like a Frappuccino store... It's expensive, so it's enough to go to a convenience store (buy and drink on the street) or McDonald's café (competitor). I feel like Starbucks is reaching its limit around here.
It might be interesting to expand the market not in the city center, but in the natural outskirts or travel facilities.
There are too many people sitting and the original concept of third-place is not provided. You have to wait quite a while after ordering. The coffee is not that tasty. It's more like a Frappuccino store... It's expensive, so it's enough to go to a convenience store (buy and drink on the street) or McDonald's café (competitor). I feel like Starbucks is reaching its limit around here.
It might be interesting to expand the market not in the city center, but in the natural outskirts or travel facilities.
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$Marvell Technology (MRVL.US)$
Although there was no news, I realized by confirming Marvel Technology's customer base once again.
The disappointing earnings of Amazon's AWS became the decisive blow of the cloud business, which started with Microsoft's Azure, causing Marvel, which had strength in the field of custom chips, to be sold.
I need to understand that stock properly.
Although there was no news, I realized by confirming Marvel Technology's customer base once again.
The disappointing earnings of Amazon's AWS became the decisive blow of the cloud business, which started with Microsoft's Azure, causing Marvel, which had strength in the field of custom chips, to be sold.
I need to understand that stock properly.
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If all cash was converted to 100% and stocks were quit, the total value of the assets decreased a lot due to currency exchange.![]()
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I nervously put in 40%, but it is frightening to hear about a market crash. 😱😱😱
The economy still seems to be solid, but the thoughts of a beginner are likely prey for professionals.![]()
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I don't know what to do from today onward.![]()
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I nervously put in 40%, but it is frightening to hear about a market crash. 😱😱😱
The economy still seems to be solid, but the thoughts of a beginner are likely prey for professionals.
I don't know what to do from today onward.
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$NVIDIA (NVDA.US)$ Market crash.NVDA has grown into a representative stock of the Market Overview. If the current Market Overview is a bubble, could it be that NVDA is generating it? Companies are currently making massive investments in AI development. This financial power is the driving force of capitalism. The recent volatility in stock prices suggests that there may be uncertainty in the Market Overview's determination.
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